Institutions Starting with &quot;C&quot; (1251 funds)

Capital Planning LLC

CIK 0001790688

Total reported value

$307.4M

82 stks

2026-03-31

Concentration20.2

Portfolio Stability22.0

Centerpoint Advisors, LLC

CIK 0001733788

Total reported value

$307.3M

414 stks

2026-03-31

Concentration40.1

Portfolio Stability9.4

Sector conviction66.1

Cutler Group LLC / CA

CIK 0001534270

Total reported value

$307.3M

2,928 stks

2024-03-31

Stale — no recent filing

Concentration3.0

Sector conviction51.2

Cornerstone Financial Partners, LLC

CIK 0001665445

Total reported value

$306.0M

130 stks

2017-12-31

Stale — no recent filing

Concentration9.9

Portfolio Stability42.0

Sector conviction53.2

Cora Capital Advisors LLC

CIK 0001964530

Total reported value

$302.0M

134 stks

2026-03-31

Concentration21.3

Portfolio Stability39.9

Sector conviction68.9

Charles-Lim Capital Ltd

CIK 0001634255

Total reported value

$301.3M

5 stks

2026-03-31

Portfolio Stability76.8

Cape Investment Advisory, Inc.

CIK 0001944437

Total reported value

$300.7M

383 stks

2026-03-31

Concentration11.9

Portfolio Stability22.1

Sector conviction40.7

Chiron Investment Management, LLC

CIK 0001688882

Total reported value

$300.3M

86 stks

2024-12-31

Stale — no recent filing

Concentration9.1

Sector conviction52.5

Corbyn Investment Management Inc/md

CIK 0000919538

Total reported value

$300.2M

62 stks

2026-03-31

Concentration12.7

Portfolio Stability30.6

Sector conviction82.6

Carlton Hofferkamp & Jenks Wealth Management, LLC

CIK 0001510870

Total reported value

$299.5M

142 stks

2026-03-31

Concentration11.9

Portfolio Stability11.8

Sector conviction40.1

Corundum Group, Inc.

CIK 0001486083

Total reported value

$299.2M

108 stks

2026-03-31

Concentration18.1

Portfolio Stability12.8

Sector conviction52.3

Congruence Capital, LLC

CIK 0002085569

Total reported value

$298.2M

60 stks

2026-03-31

Concentration19.3

CPA Asset Management Group, LLC

CIK 0001963967

Total reported value

$298.2M

99 stks

2026-03-31

Concentration17.7

Portfolio Stability18.2

Sector conviction40.8

Concord Investment Counsel Inc.

CIK 0002022154

Total reported value

$297.0M

41 stks

2026-03-31

Concentration20.2

Portfolio Stability20.6

Sector conviction69.4

Copper Rock Capital Partners, LLC

CIK 0001352543

Total reported value

$296.1M

54 stks

2020-09-30

Stale — no recent filing

Concentration11.4

Portfolio Stability90.5

Cambridge Financial Group, LLC

CIK 0002085256

Total reported value

$295.4M

168 stks

2026-03-31

Concentration14.7

Portfolio Stability26.9

Sector conviction46.9

Claar Advisors LLC

CIK 0001593410

Total reported value

$295.1M

15 stks

2026-03-31

Portfolio Stability18.9

Sector conviction73.3

Consilium Wealth Advisory, LLC

CIK 0001904906

Total reported value

$293.2M

102 stks

2026-03-31

Concentration17.0

Portfolio Stability22.4

Sector conviction72.6

Colorado Capital Management, Inc.

CIK 0001664147

Total reported value

$293.1M

101 stks

2026-06-30

Concentration11.4

Portfolio Stability12.3

Sector conviction96.1

Curio Wealth, LLC

CIK 0002049201

Total reported value

$292.6M

1,256 stks

2026-03-31

Concentration34.5

Portfolio Stability7.7

Sector conviction59.9

Canopy Partners, LLC

CIK 0001960860

Total reported value

$291.5M

245 stks

2026-03-31

Concentration7.2

Portfolio Stability13.8

Sector conviction52.1

Cowen Prime Advisors LLC

CIK 0001875920

Total reported value

$290.4M

229 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Cable Car Capital, LP

CIK 0001699575

Total reported value

$289.5M

128 stks

2026-03-31

Concentration21.0

Costello Asset Management, INC

CIK 0001760145

Total reported value

$289.2M

685 stks

2026-03-31

Concentration13.8

Portfolio Stability16.1

Sector conviction53.3

Crux Wealth Advisors

CIK 0002054270

Total reported value

$288.5M

192 stks

2026-06-30

Concentration6.0

Portfolio Stability15.7

Sector conviction51.7

Concord Asset Management LLC

CIK 0001275124

Total reported value

$288.4M

57 stks

2014-12-31

Stale — no recent filing

Concentration12.5

Portfolio Stability13.4

Sector conviction49.0

Choice Wealth Advisors LLC

CIK 0001842357

Total reported value

$285.0M

35 stks

2026-06-30

Concentration27.1

Portfolio Stability17.7

Cumberland Advisors INC

CIK 0001255435

Total reported value

$283.8M

49 stks

2026-06-30

Concentration31.9

Portfolio Stability12.9

Sector conviction62.5

Chaney Capital Management, Inc.

CIK 0002012041

Total reported value

$283.7M

41 stks

2026-03-31

Concentration49.3

Portfolio Stability5.6

Sector conviction76.0

Carmichael Hill & Associates, Inc.

CIK 0001730295

Total reported value

$282.0M

776 stks

2024-09-30

Stale — no recent filing

Concentration7.3

Sector conviction62.0

Clarity Capital Partners LLC

CIK 0002012239

Total reported value

$280.0M

113 stks

2025-06-30

Stale — no recent filing

Concentration47.1

Clinton Group INC

CIK 0001134119

Total reported value

$279.3M

180 stks

2018-09-30

Stale — no recent filing

Concentration5.4

Sector conviction72.5

Compass Capital CORP /ma/ /adv

CIK 0000749763

Total reported value

$279.3M

202 stks

2026-03-31

Concentration5.8

Portfolio Stability18.1

Sector conviction64.4

Colonial River Investments, LLC

CIK 0001845859

Total reported value

$279.2M

229 stks

2026-03-31

Concentration7.8

Portfolio Stability22.0

Sector conviction87.0

Clarus Group, Inc.

CIK 0001844568

Total reported value

$279.0M

113 stks

2026-03-31

Concentration26.8

Portfolio Stability10.2

Sector conviction70.9

Centennial Bank/AR/

CIK 0001994744

Total reported value

$278.7M

324 stks

2026-03-31

Concentration6.9

Portfolio Stability24.7

Sector conviction43.7

Checkpoint Capital L.P.

CIK 0001977548

Total reported value

$278.7M

8 stks

2026-03-31

Portfolio Stability18.0

Centerline Wealth Advisors, LLC

CIK 0001802059

Total reported value

$278.0M

73 stks

2026-03-31

Concentration16.6

Portfolio Stability46.2

Carmel Capital Partners, LLC

CIK 0001900481

Total reported value

$277.1M

118 stks

2026-03-31

Concentration12.2

Portfolio Stability23.2

Sector conviction83.4

Cowen Prime Services LLC

CIK 0001543830

Total reported value

$275.7M

167 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability97.9

Sector conviction71.2

Cassady Schiller Wealth Management, LLC

CIK 0001904425

Total reported value

$272.7M

1,148 stks

2024-12-31

Stale — no recent filing

Concentration22.5

Sector conviction54.5

Cornerstone National Bank & Trust Co

CIK 0002104293

Total reported value

$271.4M

269 stks

2026-03-31

Concentration16.3

Portfolio Stability28.4

Sector conviction72.2

Cedrus LLC

CIK 0001992810

Total reported value

$269.9M

182 stks

2024-09-30

Stale — no recent filing

Concentration8.6

Sector conviction42.7

Christopher J. Hasenberg, Inc

CIK 0001989869

Total reported value

$269.1M

228 stks

2025-06-30

Stale — no recent filing

Concentration21.4

Sector conviction62.6

CG Asset Management LLC

CIK 0001599444

Total reported value

$268.1M

139 stks

2016-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability31.0

Sector conviction49.3

Capital Directions Investment Advisors, LLC

CIK 0001427684

Total reported value

$268.0M

240 stks

2022-12-31

Stale — no recent filing

Concentration36.6

Sector conviction51.2

Cambridge Financial Group, Inc.

CIK 0001334199

Total reported value

$267.4M

33 stks

2026-03-31

Concentration13.5

Portfolio Stability17.6

Sector conviction46.5

Catapult Capital Management LLC

CIK 0001426823

Total reported value

$264.5M

151 stks

2015-09-30

Stale — no recent filing

Concentration5.6

Sector conviction92.7

Corecam Pte. Ltd.

CIK 0002106977

Total reported value

$264.1M

82 stks

2026-06-30

Concentration17.9

Portfolio Stability40.8

Sector conviction60.8

Cherokee Insurance Co

CIK 0002077903

Total reported value

$263.5M

121 stks

2026-03-31

Concentration8.2

Portfolio Stability15.1

Sector conviction51.9

Cedar Hill Associates, LLC

CIK 0001434641

Total reported value

$261.0M

108 stks

2018-12-31

Stale — no recent filing

Concentration8.3

Portfolio Stability65.1

Sector conviction53.2

Clarus Wealth Advisors

CIK 0001730149

Total reported value

$259.5M

86 stks

2026-06-30

Concentration11.1

Portfolio Stability24.6

Sector conviction70.8

Colrain Capital LLC

CIK 0001216093

Total reported value

$258.7M

26 stks

2026-03-31

Concentration24.7

Portfolio Stability39.1

Sector conviction50.6

Codex Capital Asset Management L.L.C.

CIK 0002030542

Total reported value

$258.6M

31 stks

2026-03-31

Concentration23.9

Portfolio Stability23.2

Sector conviction61.1

Cottage Street Advisors LLC

CIK 0001665302

Total reported value

$258.6M

149 stks

2026-06-30

Concentration8.8

Portfolio Stability19.6

Sector conviction52.5

Carroll Advisory Group, LLC

CIK 0002108684

Total reported value

$257.6M

68 stks

2026-03-31

Concentration17.5

Portfolio Stability19.9

Country Fund Management

CIK 0001410255

Total reported value

$257.5M

69 stks

2013-09-30

Stale — no recent filing

Concentration7.4

Portfolio Stability26.2

Sector conviction66.1

Cruiser Capital Advisors, LLC

CIK 0001713506

Total reported value

$257.3M

53 stks

2026-03-31

Concentration82.9

Portfolio Stability84.8

Columbia Partners L.l.c. Investment Management

CIK 0001009215

Total reported value

$257.0M

114 stks

2018-12-31

Stale — no recent filing

Concentration7.6

Portfolio Stability64.8

Sector conviction70.7

Cleararc Capital INC

CIK 0001167553

Total reported value

$256.7M

305 stks

2019-12-31

Stale — no recent filing

Concentration4.8

Portfolio Stability31.3

Sector conviction48.6

Corigliano Investment Advisers, LLC

CIK 0002031771

Total reported value

$255.9M

37 stks

2026-03-31

Concentration19.7

Caldwell Investment Management Ltd.

CIK 0001904373

Total reported value

$255.2M

57 stks

2026-03-31

Concentration28.2

Portfolio Stability80.1

Crossvault Capital Management LLC

CIK 0001599468

Total reported value

$254.2M

75 stks

2022-06-30

Stale — no recent filing

Concentration12.6

Sector conviction50.6

CHI Advisors LLC

CIK 0001791468

Total reported value

$252.3M

28 stks

2023-09-30

Stale — no recent filing

Concentration40.4

Carnegie Lake Advisors LLC

CIK 0002043591

Total reported value

$251.8M

167 stks

2026-03-31

Concentration7.2

Portfolio Stability15.4

Sector conviction48.0

Christensen, King & Associates Investment Services, Inc.

CIK 0002032544

Total reported value

$251.7M

108 stks

2026-06-30

Concentration18.7

Portfolio Stability11.7

Client First Capital LLC

CIK 0001822065

Total reported value

$251.1M

28 stks

2026-06-30

Concentration46.0

Portfolio Stability12.3

Sector conviction62.3

Claraphi Advisory Network, LLC

CIK 0001724134

Total reported value

$251.1M

157 stks

2022-12-31

Stale — no recent filing

Concentration7.2

Sector conviction57.3

Chicago Wealth Management, Inc.

CIK 0001592178

Total reported value

$250.5M

59 stks

2026-03-31

Concentration15.6

Portfolio Stability74.6

Sector conviction84.6

Concorde Asset Management, LLC

CIK 0001631773

Total reported value

$250.0M

241 stks

2025-12-31

Stale — no recent filing

Concentration6.3

Portfolio Stability15.5

Sector conviction85.1

Capital Impact Advisors, LLC

CIK 0001602198

Total reported value

$247.5M

30 stks

2026-03-31

Concentration15.6

Sector conviction75.3

Councilor Wealth, LLC

CIK 0002052759

Total reported value

$247.2M

88 stks

2026-06-30

Concentration11.2

Portfolio Stability19.0

Sector conviction73.0

Cordant, Inc.

CIK 0001830942

Total reported value

$246.4M

75 stks

2026-03-31

Concentration27.4

Portfolio Stability8.5

Caldwell Sutter Capital, INC.

CIK 0000702007

Total reported value

$245.9M

894 stks

2026-03-31

Concentration4.0

Portfolio Stability15.8

Sector conviction40.2

Cresta Advisors, Ltd.

CIK 0001947670

Total reported value

$244.2M

53 stks

2026-03-31

Concentration24.6

Portfolio Stability10.8

Creekside Partners

CIK 0002035951

Total reported value

$242.9M

183 stks

2026-03-31

Concentration6.9

Portfolio Stability9.0

Sector conviction83.8

Condorcet Global Opportunity Fund, LLC

CIK 0001605541

Total reported value

$241.9M

32 stks

2014-12-31

Stale — no recent filing

Concentration22.7

Continuum Wealth Advisors, LLC

CIK 0001966482

Total reported value

$241.0M

70 stks

2026-03-31

Concentration38.2

Portfolio Stability55.4

Sector conviction77.4

Carolina Wealth Advisors, LLC

CIK 0001786411

Total reported value

$240.1M

278 stks

2026-03-31

Concentration10.0

Sector conviction44.6

Cadence Wealth Management LLC

CIK 0001845250

Total reported value

$239.7M

58 stks

2026-03-31

Concentration38.7

Portfolio Stability18.8

Capstone Wealth Management Group, LLC

CIK 0001923052

Total reported value

$238.8M

97 stks

2026-03-31

Concentration12.9

Portfolio Stability38.4

Cascades Capital Asset Management, LLC

CIK 0002035512

Total reported value

$238.6M

159 stks

2026-03-31

Concentration15.5

Portfolio Stability20.1

Sector conviction68.7

Clarity Capital Advisors, LLC

CIK 0002011219

Total reported value

$238.5M

95 stks

2026-06-30

Concentration13.9

Portfolio Stability11.4

Cynosure Advisors, LLC

CIK 0001743636

Total reported value

$238.4M

13 stks

2018-09-30

Stale — no recent filing

Concentration97.5

Portfolio Stability50.0

CWH Capital Management, Inc.

CIK 0001598348

Total reported value

$238.0M

92 stks

2020-12-31

Stale — no recent filing

Concentration12.8

Portfolio Stability39.8

Sector conviction49.4

CNB Bank

CIK 0001732074

Total reported value

$237.7M

648 stks

2026-03-31

Concentration7.6

Portfolio Stability14.2

Sector conviction48.6

Client First Investment Management LLC

CIK 0002018284

Total reported value

$237.3M

28 stks

2026-06-30

Portfolio Stability73.3

Causey Wealth LLC

CIK 0002132639

Total reported value

$235.6M

81 stks

2026-03-31

Concentration13.8

Sector conviction71.5

Cna Financial CORP

CIK 0000021175

Total reported value

$235.2M

15 stks

2026-03-31

Concentration32.2

Portfolio Stability78.6

Sector conviction43.9

Compass Wealth Management, LLC/GA

CIK 0002076480

Total reported value

$234.1M

72 stks

2026-03-31

Concentration19.5

Portfolio Stability18.0

Sector conviction98.5

Clear Rock Advisors, LLC

CIK 0001810372

Total reported value

$234.0M

70 stks

2024-06-30

Stale — no recent filing

Concentration17.1

Sector conviction52.6

Chelsea Counsel Co

CIK 0001276755

Total reported value

$232.8M

241 stks

2026-03-31

Concentration13.2

Sector conviction57.0

Cambridge Capital Management, LLC

CIK 0002078994

Total reported value

$232.1M

44 stks

2026-03-31

Concentration31.8

Portfolio Stability7.8

Commonwealth Bank of Australia

CIK 0000008565

Total reported value

$231.0M

2 stks

2026-03-31

Portfolio Stability75.3

Cupps Capital Management, LLC

CIK 0001422219

Total reported value

$231.0M

177 stks

2016-09-30

Stale — no recent filing

Concentration4.9

Portfolio Stability84.8

Sector conviction94.0

Compass Financial Services Inc

CIK 0002039088

Total reported value

$230.9M

56 stks

2026-03-31

Concentration24.5

Portfolio Stability27.9

Sector conviction62.9

Catalys Pacific, LLC

CIK 0002011385

Total reported value

$230.7M

2 stks

2026-03-31

Portfolio Stability29.5

Citrine Capital LLC

CIK 0002053242

Total reported value

$230.7M

58 stks

2026-03-31

Concentration49.8

Portfolio Stability13.3

Cherry Creek Investment Advisors, Inc.

CIK 0001877829

Total reported value

$230.1M

124 stks

2026-03-31

Concentration12.1

Portfolio Stability19.0

Sector conviction78.0

Cloud Capital Management, LLC

CIK 0002060492

Total reported value

$229.4M

105 stks

2026-03-31

Concentration17.0

Portfolio Stability27.1

Sector conviction96.7

Cane Capital Partners, LLC

CIK 0002086121

Total reported value

$229.3M

131 stks

2026-03-31

Concentration11.9

Portfolio Stability29.1

Sector conviction60.1

Cosmic Management, LLC

CIK 0002113747

Total reported value

$228.8M

4 stks

2026-03-31

Portfolio Stability36.2

Chris Bulman Inc

CIK 0002032404

Total reported value

$228.3M

150 stks

2026-03-31

Concentration10.4

Portfolio Stability17.7

Conrad N. Hilton Foundation

CIK 0001729242

Total reported value

$228.3M

2 stks

2026-03-31

Portfolio Stability97.8

Ceera Investments, LLC

CIK 0001860698

Total reported value

$228.0M

93 stks

2026-03-31

Concentration19.4

Portfolio Stability40.3

Sector conviction58.3

Cascade Wealth Advisors, Inc

CIK 0002018936

Total reported value

$227.7M

60 stks

2026-03-31

Concentration16.5

Portfolio Stability7.7

CPV Partners, LLC

CIK 0001763844

Total reported value

$224.2M

4 stks

2026-03-31

Portfolio Stability9.6

Cura Wealth Advisors, LLC

CIK 0002056729

Total reported value

$223.5M

126 stks

2026-03-31

Concentration43.4

Portfolio Stability22.7

Catherine Avery Investment Management LLC

CIK 0002103454

Total reported value

$223.4M

110 stks

2026-03-31

Concentration10.3

Portfolio Stability39.1

Sector conviction38.7

Cobblestone Asset Management LLC

CIK 0001994512

Total reported value

$222.4M

73 stks

2026-03-31

Concentration17.6

Portfolio Stability30.0

Compass Financial Group, Inc.

CIK 0001666910

Total reported value

$221.8M

47 stks

2026-03-31

Concentration20.2

Portfolio Stability4.5

Columbia Trust Co 01012016

CIK 0001802291

Total reported value

$221.4M

262 stks

2023-12-31

Stale — no recent filing

Concentration7.7

Sector conviction49.5

Capital Wealth Alliance, LLC

CIK 0001803277

Total reported value

$221.3M

93 stks

2026-03-31

Concentration38.1

Portfolio Stability18.2

Sector conviction70.1

Collaborative Wealth Managment Inc.

CIK 0001896419

Total reported value

$217.8M

163 stks

2026-03-31

Concentration12.7

Portfolio Stability68.1

Sector conviction80.8

Cooper Investors Pty LTD

CIK 0001561728

Total reported value

$217.8M

39 stks

2026-06-30

Concentration15.9

Portfolio Stability67.6

Sector conviction57.8

Capital Square, LLC

CIK 0001798736

Total reported value

$216.9M

226 stks

2026-03-31

Concentration5.6

Portfolio Stability31.3

Sector conviction37.8

Cipher Capital LP

CIK 0001542420

Total reported value

$216.1M

411 stks

2024-03-31

Stale — no recent filing

Concentration1.6

Sector conviction37.2

Core Wealth Partners LLC

CIK 0001965078

Total reported value

$215.1M

180 stks

2026-03-31

Concentration8.2

Portfolio Stability12.6

Sector conviction51.8

C M Bidwell & Associates LTD

CIK 0001091860

Total reported value

$214.1M

483 stks

2026-03-31

Concentration12.9

Portfolio Stability10.8

Sector conviction54.6

Conway Capital Management, INC.

CIK 0002044929

Total reported value

$213.7M

45 stks

2026-03-31

Concentration35.4

Portfolio Stability13.8

Sector conviction64.3

Carl P. Sherr & Co., LLC

CIK 0001818535

Total reported value

$212.8M

124 stks

2026-03-31

Concentration10.9

Portfolio Stability7.2

Sector conviction53.8

Cardinal Point Wealth Management LLC

CIK 0001869778

Total reported value

$212.7M

42 stks

2021-09-30

Stale — no recent filing

Concentration54.9

Charlemagne Capital LTD

CIK 0001351841

Total reported value

$212.7M

50 stks

2017-03-31

Stale — no recent filing

Concentration25.3

Portfolio Stability46.0

Croban

CIK 0001694663

Total reported value

$212.6M

73 stks

2026-03-31

Concentration11.0

Portfolio Stability24.3

Sector conviction49.7

Cooper/haims Advisors, LLC

CIK 0001654033

Total reported value

$212.5M

103 stks

2026-03-31

Concentration26.6

Portfolio Stability9.4

Sector conviction81.1

CVS HEALTH Corp

CIK 0000064803

Total reported value

$212.3M

33 stks

2026-03-31

Concentration45.2

Portfolio Stability99.7

Clark Financial Services Group INC /bd

CIK 0001001011

Total reported value

$211.8M

158 stks

2026-06-30

Concentration19.7

Portfolio Stability26.6

Sector conviction92.8

Canerector INC

CIK 0001113234

Total reported value

$211.1M

9 stks

2026-03-31

Concentration49.7

Portfolio Stability7.8

Cohen Investment Advisors LLC

CIK 0001845081

Total reported value

$210.4M

118 stks

2026-03-31

Concentration9.5

Portfolio Stability14.6

Sector conviction44.7

Chou Associates Management Inc.

CIK 0001389403

Total reported value

$210.3M

31 stks

2026-03-31

Concentration49.7

Portfolio Stability22.5

Sector conviction71.4

CWC Advisors, LLC.

CIK 0001520683

Total reported value

$210.1M

149 stks

2026-03-31

Concentration7.1

Portfolio Stability21.9

Sector conviction84.5

Coann Capital LLC

CIK 0001824658

Total reported value

$210.0M

19 stks

2022-12-31

Stale — no recent filing

Concentration27.6

Columbus Point LLP

CIK 0001767392

Total reported value

$210.0M

18 stks

2021-09-30

Stale — no recent filing

Concentration29.2

CMG Global Holdings, LLC

CIK 0001839445

Total reported value

$209.9M

96 stks

2026-03-31

Concentration12.6

Portfolio Stability11.2

Sector conviction58.1

Chimera Capital Management LLC

CIK 0001789215

Total reported value

$209.7M

64 stks

2023-03-31

Stale — no recent filing

Concentration24.0

Citadel Investment Advisory, Inc.

CIK 0001811907

Total reported value

$209.5M

78 stks

2026-03-31

Concentration36.5

Portfolio Stability11.7

Sector conviction81.7

Campbell Capital Management INC

CIK 0000826794

Total reported value

$209.1M

31 stks

2026-03-31

Concentration42.2

Portfolio Stability60.5

Sector conviction96.7

Copperleaf Capital, LLC

CIK 0001802225

Total reported value

$208.6M

114 stks

2025-09-30

Stale — no recent filing

Concentration17.1

Portfolio Stability46.7

Sector conviction77.7

Capelight Capital Asset Management LP

CIK 0002105992

Total reported value

$208.4M

38 stks

2026-06-30

Concentration28.8

Portfolio Stability76.6

Catawba River Capital

CIK 0001843303

Total reported value

$208.0M

24 stks

2026-03-31

Concentration25.6

Portfolio Stability35.8

CIBRA Capital Ltd

CIK 0002060725

Total reported value

$207.2M

25 stks

2026-03-31

Concentration26.2

Chronos Wealth Management, LLC

CIK 0001801792

Total reported value

$206.7M

38 stks

2026-03-31

Concentration19.5

Portfolio Stability13.5

Sector conviction47.1

Codex Capital, L.L.C.

CIK 0001832187

Total reported value

$205.1M

37 stks

2024-03-31

Stale — no recent filing

Concentration18.4

Sector conviction81.0

Confluence Wealth Management LLC

CIK 0001606810

Total reported value

$204.2M

114 stks

2020-09-30

Stale — no recent filing

Concentration12.1

Portfolio Stability37.4

Sector conviction47.8

Cornercap Investment Counsel INC

CIK 0001062938

Total reported value

$203.0M

151 stks

2025-12-31

Stale — no recent filing

Concentration3.4

Portfolio Stability14.0

Sector conviction48.9

CarsonAllaria Wealth Management, Ltd.

CIK 0001900946

Total reported value

$202.4M

69 stks

2026-03-31

Concentration23.0

Portfolio Stability5.7

Sector conviction71.1

Center For Asset Management LLC

CIK 0001844878

Total reported value

$201.3M

144 stks

2026-03-31

Concentration7.7

Portfolio Stability15.9

Sector conviction85.8

Cairn Investment Group, Inc.

CIK 0001800358

Total reported value

$201.2M

63 stks

2026-03-31

Concentration16.0

Portfolio Stability15.8

Sector conviction59.6

Cornerstone Enterprises, LLC

CIK 0001987314

Total reported value

$201.1M

35 stks

2026-03-31

Concentration34.5

Portfolio Stability15.2

Sector conviction96.0